Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology
By John Heaton
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Business Intelligence Cookbook - John Heaton
Table of Contents
Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology
Credits
About the Author
Acknowledgement
About the Reviewers
www.PacktPub.com
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Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Downloading the example code
Errata
Piracy
Questions
1. Defining a Program
Introduction
Program or a project
Getting ready
How to do it...
How it works...
There's more...
Mapping your business culture
Getting ready
How to do it...
How it works...
There's more...
Organizations that have grown through acquisition
Organizations that have grown organically
Organizations and growth phases
Metric driven organizations
Report managed organizations
See also
Adapting your project delivery methodology
Getting ready
How to do it...
How it works...
There's more...
See also
Assessing your project team
How to do it...
How it works...
See also
Organizing your project team
How to do it...
There's more...
See also
2. Establishing the Project
Introduction
Creating Definition work practice
Getting ready
How to do it...
How it works...
There's more...
Creating Data Discovery work practice
Getting ready
How to do it...
How it works...
There's more...
Creating Development work practice
Getting ready
How to do it...
How it works...
There's more...
Creating Testing work practice
Getting ready
How to do it...
How it works...
There's more...
Creating Promote work practice
Getting ready
How to do it...
How it works...
There's more...
Creating Production work practice
Getting ready
How to do it...
How it works...
There's more...
Building a standard work breakdown structure
Getting ready
How to do it...
How it works...
There's more...
Identifying and quantifying the effort drivers
Getting ready
How to do it...
How it works...
There's more...
Creating your estimation tool
Getting ready
How to do it...
How it works...
There's more...
3. Controlling the Project
Introduction
Requirements Traceability Matrix
Getting ready
How to do it...
How it works...
There's more...
Oracle Application Express and a Requirements Traceability Matrix
Creating an effective risk register
Getting ready
How to do it...
How it works...
There's more...
Creating an effective issue management register
Getting ready
How to do it...
How it works...
There's more...
Creating a defect and enhancement register
Getting ready
How to do it...
How it works...
There's more...
Oracle Application Express and bug tracking
Creating a cyclical build and test process
Getting ready
How to do it...
How it works...
There's more...
Setting up a collaborative environment
Getting ready
How to do it...
How it works...
Installing client tools for a collaborative environment
Getting ready
How to do it...
How it works...
4. Wrapping Up the Project
Introduction
Creating OWB code artifacts
Getting ready
How to do it...
How it works...
There's more...
Creating OBIEE code artifacts
Getting ready
How to do it...
How it works...
Creating APEX code artifacts
Getting ready
How to do it...
How it works...
There's more...
Creating ODI code artifacts
Getting ready
How to do it...
How it works...
There's more...
Creating script artifacts
Getting ready
How to do it...
How it works...
Building a continuous development capability for enhancements
Getting ready
How to do it...
How it works...
Creating a constant feedback and communications loop
Getting ready
How to do it...
How it works...
5. The Blueprint
Introduction
Outlining your business processes
Getting ready
How to do it...
How it works...
There's more...
Categorizing your metrics, analysis, and reports within the business process
Getting ready
How to do it...
How it works...
There's more...
Decomposing your analysis and reports to define business entities
Getting ready
How to do it...
How it works...
There's more...
Developing your semantic data model
Getting ready
How to do it...
How it works...
There's more...
Identifying your source of record for your business entities
Getting ready
How to do it...
How it works...
There's more...
Building the blueprint
Getting ready
How to do it...
How it works...
There's more...
6. Analyzing the Requirements
Introduction
Decomposing the reports and requirements
Getting ready
How to do it...
How it works...
There's more...
Defining the business rules
Getting ready
How to do it...
How it works...
Categorizing the business requirements by business drivers
Getting ready
How to do it...
How it works...
There's more...
Prioritizing the business requirements
Getting ready
How to do it...
How it works...
Adding hierarchies to your semantic data model
Getting ready
How to do it...
How it works...
There's more...
Adding metrics to your semantic data model
Getting ready
How to do it...
How it works...
Defining your data dictionary
Getting ready
How to do it...
How it works...
There's more...
Defining your security requirements
Getting ready
How to do it...
How it works...
There's more...
Defining your data retention requirements
Getting ready
How to do it...
How it works...
7. Architecture and Design
Introduction
Choosing your database type
Getting ready
How to do it...
How it works...
There's more...
Defining your database layout
Getting ready
How to do it...
How it works...
Advantages
Disadvantages
There's more...
Selecting the Third Normal Form or a Dimensional model
Getting ready
How to do it...
How it works...
There's more...
8. Analyzing the Sources
Introduction
Validating and enhancing a conceptual data model
Getting ready
How to do it...
How it works...
Creating a business process matrix
Getting ready
How to do it...
How it works...
Creating a report requirements matrix
Getting ready
How to do it...
How it works...
Creating a source matrix
Getting ready
How to do it...
How it works...
Developing the data lineage
Getting ready
How to do it...
How it works...
There's more...
Enforcing standards
Defining the detailed transformations
Getting ready
How to do it...
How it works...
9. Analyzing the Data
Introduction
Building high and low data profiling scripts
Getting ready
How to do it...
How it works...
There's more...
Building domain/distinct values profiling
Getting ready
How to do it...
How it works...
Building record count profiling scripts
Getting ready
How to do it...
How it works...
Building density data profiling scripts
Getting ready
How to do it...
How it works...
Building hierarchy data profiling scripts
Getting ready
How to do it...
How it works...
Building data lengths data profiling scripts
Getting ready
How to do it...
How it works...
Building significant columns data profiling scripts
Getting ready
How to do it...
How it works...
Building changing information data profiling scripts
Getting ready
How to do it...
How it works...
There's more...
Building automated data profiling with Oracle Warehouse Builder
Getting ready
How to do it...
How it works...
10. Constructing the Data Model
Introduction
Connecting Oracle SQL Data Modeler to Subversion
Getting ready
How to do it...
How it works...
Importing data models into Subversion
Getting ready
How to do it...
How it works...
Checkout data models from Subversion
Getting ready
How to do it...
How it works...
Synchronizing data model changes with Subversion
Getting ready
How to do it...
How it works...
There's more...
How to import data models
Getting ready
How to do it...
How it works...
How to reverse engineer your relational data model to a logical data model
Getting ready
How to do it...
How it works...
Creating your domains
Getting ready
How to do it...
How it works...
Creating your glossary
Getting ready
How to do it...
How it works...
There's more...
Adding Standard columns to your data model
Getting ready
How to do it...
How it works...
How to forward engineer your logical data model to a relational data model
Getting ready
How to do it...
How it works...
Creating your enterprise data models
Getting ready
How to do it...
How it works...
11. Defining the ETL/ELT
Introduction
Abstracting your source system
Getting ready
How to do it...
How it works...
Separating your extraction from your loading and transforming routines
Getting ready
How to do it...
How it works...
There's more...
Adding additional columns to facilitate error trapping and correction
Getting ready
How to do it...
How it works...
Designing ETL error trapping and detection routines
Getting ready
How to do it...
How it works...
Designing ETL data reconciliation routines
Getting ready
How to do it...
How it works...
Designing a notification routine
Getting ready
How to do it...
How it works...
12. Enhancing the Data
Introduction
Creating your application schema
Getting ready
How to do it...
How it works..
Creating your application tables
Getting ready
How to do it...
How it works...
Developing the journal tables to track changes
Getting ready
How to do it...
How it works..
Defining the audit triggers
Getting ready
How to do it..
How it works...
Defining the APEX Upload application
Getting ready
How to do it...
How it works...
Creating the Upload interface
Getting ready
How to do it...
How it works..
13. Optimizing the Access
Introduction
Developing your standards and guidelines
Getting ready
How to do it...
How it works...
Abstracting your tables using aliases
Getting ready
How to do it...
How it works...
Developing level-based hierarchies
Getting ready
How to do it...
How it works...
Creating multi-table hierarchies
Getting ready
How to do it...
How it works...
Consolidating reports using the column selector
Getting ready
How to do it...
How it works...
Enabling dynamic column headings
Getting ready
How to do it...
How it works...
Enabling dynamic descriptions
Getting ready
How to do it..
How it works...
Enabling multi-language for the shared captions
Getting ready
How to do it...
How it works...
14. Security
Introduction
Creating an APEX custom authentication procedure
Getting ready
How to do it...
How it works...
Creating a row-level Virtual Private Database (VPD)
Getting ready
How to do it...
How it works...
There's more...
Creating a column-level Virtual Private Database
Getting ready
How to do it...
How it works...
Creating Virtual Private application context
Getting ready
How to do it...
How it works...
Configuring OBIEE for multiple security providers
Getting ready
How to do it...
How it works...
Integrating Microsoft Active Directory into OBIEE
Getting ready
How to do it...
How it works...
Creating and configuring OBIEE roles
Getting ready
How to do it...
How it works...
There's more...
Configuring OBIEE privileges
Getting ready
How to do it...
How it works...
Configuring OBIEE catalog security
Getting ready
How to do it...
How it works...
Enabling Virtual Private Database in OBIEE
Getting ready
How to do it...
How it works...
Index
Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology
Business Intelligence Cookbook: A Project Lifecycle Approach Using Oracle Technology
Copyright © 2012 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: July 2012
Production Reference: 1050712
Published by Packt Publishing Ltd.
Livery Place
35 Livery Street
Birmingham B3 2PB, UK.
ISBN 978-1-84968-548-1
www.packtpub.com
Cover Image by Mark Holland ( <artherng@yahoo.com.au> )
Credits
Author
John Heaton
Reviewers
Chandan Banerjee
Ajay Kalia
Toon Loonen
Clive Seymour
Michael Verzijl
Acquisition Editor
Rukshana Khambatta
Lead Technical Editor
Arun Nadar
Technical Editors
Merin Jose
Ameya Sawant
Copy Editor
Insiya Morbiwala
Project Coordinator
Joel Goveya
Proofreader
Aaron Nash
Indexer
Rekha Nair
Graphics
Valentina D'silva
Manu Joseph
Production Coordinator
Shantanu Zagade
Cover Work
Shantanu Zagade
About the Author
John Heaton graduated top of his class with a Diploma in Information Technology from Technikon Witwatersrand in South Africa (equivalent to a Bachelors degree in Computer Science), and worked for more than 10 years with Oracle Corporation, including as a Practice Manager. John had been co-running the North Business Intelligence and Warehouse Consulting practice, delivering business intelligence solutions to Fortune 500 clients. During this time, he steadily added business skills and business training to his technical background.
In 2005, John decided to leave Oracle and become a founding member in a small business, iSeerix. This allowed John to focus on strategic partnerships with clients to design and build business intelligence and data warehouse solutions.
John's strengths include the ability to communicate the benefits of introducing a business intelligence solution into a client's architecture. He has consistently become a trusted advisor to his clients. John's philosophy is based on responsibility and mutual respect. He relies on the unique abilities of individuals to ensure success in different areas, and strives to foster a teamed environment of creativity and achievement.
Today, John specializes as a Solution/Technical Architect, assisting customers in designing large, complex data warehouses. Through his years, John has worked in numerous industries with differing technologies. This broad experience base allows John to bring a unique perspective and understanding when designing and developing a data warehouse. His strong business background, coupled with technical expertise, and his certification in Project Management, make John a valued asset to any data warehouse project.
Acknowledgement
John would like to thank the following people who helped to contribute:
Leanne, my wife, for giving me the support, confidence, and valuable hours necessary to dedicate to writing this book.
Ajay Kalia for being a trusted business partner and close friend for many years. Without your continued support and tireless editing efforts, this book would not be nearly as polished.
The iSeerix Development team, thank you for the code snippets, and for highlighting some of the real issues we face day in and day out.
Clive Seymour, for reading many hours of technical pages and providing valuable feedback.
About the Reviewers
Chandan Banerjee is the Director and Principal Consultant at BA IT Consulting Pvt. Ltd. (www.baconsultinggroup.com), and also a Partner and Principal Consultant at Beetra Consulting ( www.beetraconsultancy.com).
He has more than 20 years of experience in leading and deploying IT solutions, out of which he has spent 18 years in the field of Business Intelligence (BI). He provides consulting services in BI Education, Data Integration, and Solution Architecture design. Managing deployments of common BI tools and applications is his forte. He is an expert in all the phases of lifecycle development for business intelligence projects. He has also been the architect of two BI-based, pre-built application products.
He has been one of the reviewers of Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting
.
Ajay Kalia, P.M.P., Director at iSeerix, is one of the co-founders of iSeerix, a software development company based in Pittsford, New York. Ajay has a BSc degree in Computer Science from the University of Toronto. He has 26 years of experience in the IT industry, focusing primarily on software development and on-site client consulting services. During his years in the industry, Ajay has established a successful track record delivering high-quality projects to numerous satisfied customers. This is indicative of his understanding of client IT requirements, and his ability to adapt, understand, and efficiently utilize the fast-changing technologies involved.
Toon Loonen, has specialized in Data Modeling (logical and physical) for OLTP and OLAP/DW/BI systems, Database Design, and Data Warehousing. He has broad experience with several databases, of which over 10 years is with Sybase, 10 years with Oracle/Oracle Spatial, and a few years with other relational databases (Informix, Mimer, MS SQL Server, and others).
An important part of Mr. Loonen's work is coaching junior colleagues, so they can take over his task on the projects, and he can move on to a new challenge.
After his study in Physics, Mr. Loonen joined Capgemini in 1975. He followed a technical path, from a programmer, tester, technical and functional designer, to data modeling and database designing. As an employee of Capgemini, he worked on projects for many organizations, both public and private, such as DHL, Philips, KPN, AHOLD, and many departments of the Dutch Government.
In the period between 1982-1985, he worked in Montreal, Canada, as a Manager of Software Quality Assurance for Philips, and as a Consultant for Coopers and Lybrand.
Mr. Loonen wrote a book on Data Modeling and Database Design, which covered the very start of this process (selection of the data domain), through conceptual, logical, and physical data modeling, up to the implementation in a database management product such as Oracle.
Mr. Loonen gave presentations on these topics, both within Capgemini as well as at international conferences. He has written many articles that are published on the Capgemini intranet, and 25 articles that are published in a Dutch magazine for DBAs—Database Magazine.
Clive Seymour has been implementing and using data warehouses for business intelligence and organisational performance management for more than 15 years. He advises organisations on business intelligence and information management strategies, governance, cultural change, solution and technical architecture, tool selections, and implementation options.
Clive has advised and worked for organisations in the financial services, mining, utilities, media, consumer